LPL Financial’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

LPL Financial’s Portfolio MART Stock Details MART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	46,356 -1,687	-4%	-$69.2K	﹤0.01%	3772
2026 Q1	$1.84M	Buy	48,043 +21,336	+80%	+$832K	﹤0.01%	3595
2025 Q4	$1.03M	Sell	26,707 -1,299	-5%	-$49.5K	﹤0.01%	4042
2025 Q3	$1.06M	Buy	28,006 +21,543	+333%	+$792K	﹤0.01%	3951
2025 Q2	$232K	Buy	+6,463	New	+$219K	﹤0.01%	4974

Other funds holding MART

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's MART Position: Q2 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 3.5% in Q2 2026, selling an estimated $69.2K and leaving 46,356 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

LPL Financial first reported a position in MART in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold MART as of Q2 2026.

LPL Financial held 46,356 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $1.94M as of Q2 2026.
LPL Financial sold 1,687 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q2 2026, an estimated $69.2K.
AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3772 holding.
LPL Financial first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.